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Alexander Harmsen

2 Years of Experience
Oakland, CA

Alexander Harmsen is a registered investment advisor at Global Predictions INC, based in Oakland, CA, with 2 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None

Global Predictions provides portfolio allocation recommendations through its online platform, PortfolioPilot. The service is offered in four tiers: Free, Gold, Platinum, and Pro. The Free tier does not offer investment advice. The paid plans (Gold, Platinum, Pro) have a free trial, after which the selected tier and fee will start. The fees are:

  • Gold — $29/month or $240 billed annually
  • Platinum — $99/month or $588 billed annually
  • Pro — $149/month or $1,188 billed annually
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Location

Oakland, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Alexander is the Chairman at Iris Automation since 2016, dedicating minimal time. He is also a technical advisor at VeriSIM Life since 2017, spending a few hours per week.

Employment History
Current Registrations
Global Predictions INC
August 2023 - Present · 2 yrs 9 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Alexander Harmsen - Financial Advisor | TrueAdvisor